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What We Do
What We Do
Three Ways We Help You Get Ahead of It
Three Ways We Help You Get Ahead of It
Each service is built around the same idea: organize the decisions now, so the people you trust aren't left guessing later.
Estate Planning Consulting
Estate Planning Consulting
Start here if you want your affairs organized, your family protected, and a clear next step without wading through legal jargon alone.
Inside this service, you’ll get:
A full inventory and organization of your assets, accounts, and beneficiaries
Clear guidance on the decisions people put off - guardianship, healthcare directives, and who gets what
Straightforward answers about how estate planning actually works, in plain language
Coordination with a licensed attorney so your documents get drafted correctly the first time
👉 Best for:
Getting your affairs organized and ready to finalize
Investment: Learn more here.
Notary Services
Notary Services
Currently offered exclusivesly to our Estate Planning Consulting and CARE Concierge clients, a licensed notary to make signing official once your documents are ready.
Inside this service, you’ll get:
Licensed notarization for wills, trusts, and powers of attorney
Signing support for buy-sell agreements and business transfer paperwork
A properly witnessed, legally sound signing - no guesswork about the process
Available as part of your Estate Planning or CARE Concierge engagement
👉 Best for:
Current Estate Planning or CARE Concierge clients ready to sign
Investment: Learn more here.
The CARE Concierge
The CARE Concierge
Offered jointly with our tax preparation partner, TaxUSign, The CARE Concierge is a comprehensive tax, estate, and legacy support for individuals, families, fiduciaries, and business owners.
Inside this service, you'll get:
Direct, one-on-one access
Income tax preparation for individuals, trusts, and decedent estates, prepared by TaxUSign
Estate planning, wealth transfer, and business succession guidance from Taxpayer CARE Center
Tax-efficient legacy planning that ties your tax return and your estate plan together
Year-round access to the team, twice-yearly planning meetings, and IRS notice support
Ongoing coordination with your attorney and broker as your plan moves forward
👉 Best for:
Individuals, families, fiduciaries, and business owners who want tax and legacy planning handled by one dedicated team
Investment: Learn more here.
A straightforward path from first call to signed documents
A straightforward path from first call to signed documents
Consultation: We talk through your situation, your goals, and what's already in place.
Organize: We help you gather and structure the information your plan depends on.
Plan & Coordinate: We build your plan and connect you with an attorney or broker where needed.
Sign & Notarize: When documents are ready, we notarize them and keep your plan current.
You don't have to plan for this alone.
You don't have to plan for this alone.
A first conversation costs nothing and commits you to nothing. Bring your questions and let's figure out the plan together.
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